Adam is passionate about the important work of helping clients navigate along the journey to and through retirement. His listening skills and analytical approach lend themselves well to his role in supporting clients and the team’s advisors. “I want clients to enjoy doing business with us – to have easy interactions with their questions answered in a timely fashion,” he says.
He joined Maier & Associates Financial Group in 2020, drawn by the chance to work with a strong team. Before that, he served as an intern at CG Financial Services. He is a graduate of Saginaw Valley State University, where he earned a bachelor’s degree in finance. He is also a Certified Financial Planner®, Chartered Financial Consultant®, Retirement Income Certified Professional® and holds Series 7, 63 and 65 licenses through LPL Financial.
Adam lives in Bay City, where he enjoys playing and watching sports, going to the gym and spending time with friends and family.